The Purpose Focused Advisor

In the latest episode of the Truest Fan podcast, co-hosts Rob Brown and Phil Calandra discuss the importance of recovery time for business people. They delve into whether grinding is a good or bad thing, highlighting the need for balance and taking breaks to avoid burnout. The hosts also discuss why quantity is not leverageable and the importance of building recovery time into daily routines. They encourage listeners to take mid-day breaks to recover and offer tips on how to get away from the desk, including taking walks or engaging in other physical activities. Additionally, the hosts explain why taking breaks in between sprints is essential and offer advice on how to properly plan out a schedule that includes recovery time. By prioritizing recovery time, listeners can take care of themselves and achieve their business goals. Tune in to the episode for more insights on how to make recovery time a part of your ongoing routines.

• Is grinding a good or a bad thing? [01:21] 

• Why quantity is not leverageable [03:01]

• The importance of building in recovery [04:19]

• Taking a mid-day break to recover [06:53]

• How to get away from your desk [07:59]

• Why should you take a break in between sprints [09:48]

• How to properly plan out your schedule [14:50]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Building a business that can run without  you while you maintain control  is something most entrepreneurs and financial advisors should strive for – but it can oftentimes feel like a daunting task. There is no one-size-fits-all formula and the journey towards having a self-sustaining business often comes with plenty of bumps in the road. However, it’s possible.

In this episode, host, Rob Brown, and guest, Casey Lang, talk about how you can start making progress towards building an independent, profitable business that doesn’t rely solely on your day-to-day involvement. In fact businesses are stronger when you have the right team in place to serve your clients and keep things running smoothly. You, as the owner, get to spend your time where it matters most.

According to Casey, building a business that can run without you requires hard work and dedication, but it doesn't have to be a cumbersome process. He believes the key to success lies in having the right systems in place and investing the necessary time to make it happen. And these decisions are important whether you’re thinking about selling your business now or plan to stick around for years to come.

• Are you ready to sell your business? [03:03] 
• The emotional side of financial stability [04:26] 
• Creating a succession plan for your business [07:12]
• How to figure out your lifestyle expenses [11:17] 
• Where to spend your time after retirement [18:11] 
• Why retirement doesn’t have to be all or none [20:57] 
• The basics of building a business that can run without you [23:00] 

Casey’s Previous Episode -  Listen now!
Casey's website: http://www.caseylang-nm.com/  

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Casey
Casey on LinkedIn: https://www.linkedin.com/in/caseylang-nm/
Casey on Facebook: https://www.facebook.com/LangFinancialWV 

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

In this episode  of the Truest Fan podcast, we explore the topic of leadership - a crucial yet often challenging aspect of any successful team. While we often celebrate the leadership qualities of influential figures, we rarely acknowledge the everyday acts of resourcefulness and empowerment that demonstrate leadership within an organization.

Co-hosts Rob Brown and Phil Calandra delve into the ways in which individuals at all levels of a team can exhibit leadership and how this can lead to impressive achievements, both big and small. By tapping into your own inner leader, you can overcome common obstacles and drive meaningful change and growth in your business and life.

Of course, leadership isn't something that comes easily - it requires commitment and dedication. However, every journey of personal development begins with taking responsibility for your own growth. If you're ready to take the first step towards becoming a successful leader, then let's get started! Tune in and learn how to unleash your inner leader.

• What is intentional leadership? [01:24] 

• The 3Ds of leadership [02:48] 

• The importance of leadership in building your team [04:22] 

• Why should you have a good team culture [07:42] 

• Are leaders required to make decisions? [09:07] 

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

In this episode of the Truest Fan podcast, we explore the power of habits. Sometimes, we think the word habits only refers to our bad habits, or that implementing good habits is too difficult. But, in reality, habits are a crucial part of the success process.

At Truest Fan, we have a term for success routines that we call "home run habits." These are the habits that keep us on track towards our most important goals and help us turn our ideas into action. By implementing home run habits, we can reduce overload and make the journey towards success more enjoyable.

Listen as co-hosts Rob Brown and Phil Calandra share how simple and sustainable habits can make all the difference between achieving your goals and not achieving them. These habits can be the key to having fun with what you're doing and moving at a faster, more exciting pace.

• Why it's important to pursue your passion [03:20]

• The power of home run habits [05:00]

• Utilizing your signature solutions to reinforce action steps [08:08]

• The biggest challenges faced by financial advisors today [13:45]

• How to streamline your workload to and make business more simple [20:03]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

In this episode of the Truest Fan podcast, hosts Rob Brown and Phil Calandra discuss the importance of sprinting in achieving your goals. They explain that many people get stuck in a limbo when trying to figure out what to do next, which can hinder their progress.

The hosts walk listeners through the process of sprinting and provide tips on how to maintain focus and achieve desired outcomes. They also introduce their Truest Fan Action Plan framework, which helps clients set and achieve their goals through actionable steps taken at specific times.

This episode is the third in a series on goal setting, so the hosts recommend listening to the previous two episodes before diving into this one. By breaking down actionable plans into shorter periods of time, the hosts emphasize that you can maintain focus, increase your confidence, and see better results.

• Unleash Your Potential and Achieve Your Goals [02:28]

• Harness the Power of Sprinting for Success [04:00]

• Transform Your Dreams into Reality [06:12]

• Focus on Your Goals and Leave Distractions Behind [09:13]

• Take Bold Actions and Reach for the Stars [11:58]

• Build a Strong Foundation for Your Business [14:13]

Start the 7-STEP "QUICK START" CHALLENGE

Connect with Phil Calandra
Connect on LinkedIn https://www.linkedin.com/in/phil-calandra-79425a26/

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Getting to know someone on a deeper level gives a better understanding of how to help them in the most challenging times. When coaches lead with value, they become more compassionate towards the needs of others and the people around them. In this episode of the Truest Fan podcast, I share an inspiring chat with my friend and client John Thompson about the importance of leading with value.

John is a Private Wealth Advisor and owner of Congruent Wealth. For over 20 years, John has been an advisor to high-net-worth individuals and families for over 20 years, working with entrepreneurs and families on estate planning & asset protection, selling a business, investing liquidity, tax efficiency strategies, retirement income solutions and other objectives.

Coaches and advisors are not always measured by their credentials, they are evaluated by the kind of human being that they are. If you truly want to make an impact, it’s important to understand that living and leading with integrity and value is critical.

However, in today’s world, it’s a challenge to look for someone who’s willing to understand what people value most, who’s willing to listen, and someone who really cares about being part of the solution to problems. 

When people recognize that someone genuinely cares about them, it becomes easier to guide them toward the right path. Taking the time to ask questions and dig deeper encourages a nurturing relationship filled with value and support even through the most trying and difficult moments in life. 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

[02:23] John's favorite football team
[02:48] Takeaways from being a Florida Gators fan through and through
[06:17] Why it's important to have supportive relationships in life
[09:15] The impact of leading with integrity and value
[16:35] The advantages of identifying the right clients for you and the business
[19:13] Three key relationships you need to have
[21:33] What it really means to be successful and happy
[27:45] What is an ideal client for John and how he helps them
[32:38] John's advice for people going through tough times

Start the 7-STEP "QUICK START" CHALLENGE

Connect with John Thompson:
Website -congruentwealth.com  
LinkedIn - John Thompson
Email - [email protected]

Connect with Rob
Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

For more information go to: truestfan.com

Sometimes happiness seems elusive. We struggle to find fulfillment. Our business goals feel out of reach. One great path to all three is committing to helping  others. When you focus on others instead of yourself, you open up opportunities for growth and change that you may have never thought possible.

In this episode of the Truest Fan podcast, you'll meet Doug Greathouse, the CEO of SalesSite, a full-service digital marketing company. Doug is also the host of the Entrepreneur Journey podcast. He helps small to midsize businesses increase their revenue through strategic digital marketing.

During this episode, Doug walks us through how serving others can increase your relationship capital. Indeed, from mentorship to networking and even just lending a helping hand, paying it forward has unseen benefits that can help you succeed like never before.

[01:50] Doug's favorite baseball team
[02:59] The significance of being committed to excellence 
[05:19] How helping others can help you get what you want in life
[14:47] Why it's crucial to continuously look for ways to add value to clients
[18:40] The impact of having opportunities to serve others
[21:30] Activities that build relationships and connections with others 
[23:20] How Doug helps clients get more leads and sales 

Website - https://salessite.com/ 
LinkedIn - https://www.linkedin.com/in/douggreathouse/ 
Facebook - https://www.facebook.com/DougGreathouse

Did you know that 80% of New Year resolutions fail by the second week of February and only 8% of people actually achieve the resolutions they made at the beginning of the year? These statistics don’t seem far-fetched since resolutions are often made during a time of intense peer and societal pressure. Too often, resolutions can be your interpretation of what you believe other people think you should achieve. They have nothing to do with what you really want to accomplish.

In this episode of the Truest Fan podcast, my partner, Phil Calandra, and I answer the question: “Will you REALLY accomplish your goals this year” This may seem like a silly question. But, in

reality, while many of us are good at setting goals, most of us are not good at actually achieving them.

You can’t just write your goals and hope that they will magically come true. To accomplish goals, you need a plan with specific, measurable action steps. This way you know what you need to do each day to actually achieve your targets.

When you focus time on developing action plans, you stop daydreaming about what could be possible. You procrastinate less and get time back in your day. Ultimately, you achieve the things that matter most to you.

[02:40] The importance of action steps in accomplishing goals
[06:35] Why you need to have a compelling reason for establishing goals
[12:30] The value of important activities on your calendar
[15:55] What an action step actually looks like 

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Website -https://apellawealth.com/locations/atlanta-ga-ac 
Facebook - https://www.facebook.com/ApellaATL 
LinkedIn - https://www.linkedin.com/in/phil-calandra-79425a26/

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

The first step to creating meaningful goals, scaling impact and achieving success is dreaming big. Acknowledging and empowering what is possible will lead to greater heights in both personal and professional endeavors.This is true if you're thinking about the year ahead or the rest of your life. You must start with your biggest dreams.

In this episode of the Truest Fan podcast, we introduce an exciting new format for the Truest Fan Podcast.  In addition to continuing to interview amazing guests, my new partner, Phil Calandra, and I will dig deeper into the Truest Fan Blueprint. Our blueprint can be your path to living and leading with purpose and impact. In this episode, we cover the first step in the blueprint, the importance of dreaming big.

Although we associate dreaming as a subconscious activity that we only do in our sleep, it can actually be a conscious action. This means that we engage in dreaming big while we are in our lucid state, while we’re looking ahead and considering the life we want to live and the people and circumstances we hope to impact. Dreaming big can help us make our businesses stronger and our relationships healthier.

It can be easier to succumb to a fearful mindset than to choose a mindset that encourages and explores growth and new adventures. To get started, you have to take action. Dream big, trust the process and you’ll achieve things you may have previously thought impossible.

[02:58] How can we dream big?

[06:17] Limiting factors that keep people from dreaming big

[09:50] Why most people are afraid to dream big

[15:52] The value of taking action and having the right mindset toward achieving dreams

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

Website -https://apellawealth.com/locations/atlanta-ga-ac 
Facebook - https://www.facebook.com/ApellaATL 
LinkedIn - https://www.linkedin.com/in/phil-calandra-79425a26/

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/

Sometimes life throws us curveballs. We begin to wonder if things could get any worse. Even though, deep down, we know they won’t. In this episode of the Truest Fan podcast, I share an amazing exchange of insights about the importance of staying positive and being empathetic with James Mayer.

James is the Manager of Huffman Mayer Paolo Wealth Management Group. With over 22 years of experience, James has had the privilege of being a trusted advisor and retirement planner to many Northeast Ohio families and institutions.

James explains that no matter what kind of circumstances you’re in, there’s always a positive aspect to consider. However, it’s up to you to look at it as a challenge or an opportunity. These experiences present an amazing chance to stay positive and be more empathetic toward others if you learn to acknowledge them.

In a world where it’s easier to recognise the negatives, it can be a challenge to see the good and be more helpful to others. Tune in as James shares his ideas and personal experiences on why being grateful and compassionate across all situations will improve your relationships.

Important Links:
Robb's 7-Step Guide: https://truestfan.com/challenge/

LinkedIn - James E. Mayer, Jr., CRPS, C(k)P 

Website: http://truestfan.com/
Connect on Facebook https://www.facebook.com/truestfan
Connect on LinkedIn https://www.linkedin.com/in/truestfan/